Professional Biography
I help my clients navigate complex financial journeys with confidence
How do you describe what you do?
I help individuals and business owners make confident financial decisions that align with their goals. My role is to provide clear, tailored advice across a range of areas including retirement planning, Investments, estate planning and protection.
What's next for you professionally?
I am focussed on building stronger relationships with my clients and continuing to help navigate their financial journeys. I am also continuing to deepen my knowledge by expanding my qualifications and keeping on top of any legislation changes.
How did you start off in your career?
I started my career in a small IFA based in Berkshire and have worked as both an administrator and paraplanner before i became an adviser.
What's your area of expertise?
I specialise in estate planning and tax advantaged investments such as Enterprise Investment Schemes EIS and Venture Capital Trusts (VCT's).
When you're not at work, what's your favourite thing to do?
I enjoy being active, we have a lot of family based in the Scottish Highlands so spend plenty of time up there swimming and hiking.
What qualifications and memberships do you have?
Diploma in Regulated Financial Planning.